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Let's Find the Right Financial Solution for Your Business

RECOMENDED SERVICES

We understand that every SaaS and professional service organization has unique needs. Explore our three tailored service packages below and discover the perfect fit for your growth journey

Foundation Package: Essential Financial Clarity

  • Cash Flow Management Setup (basic forecasting, runway tracking)
  • Monthly Financial Reporting (basic P&L, balance sheet)
  • Key Performance Indicator (KPI) Setup (basic metrics relevant to their business)
  • Financial Technology Recommendations (basic software setup guidance)
  • 15 Minute monthly check in call.
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Growth Package: Strategic Financial Partnership

  • Advanced Financial Forecasting & Scenario Planning (LTV/CAC analysis, churn modeling)
  • Strategic Financial Planning (budgeting, revenue optimization)
  • Risk Management & Compliance Review (basic risk assessment)
  • In-depth KPI Tracking & Reporting (customized dashboards, performance analysis)
  • Financial Technology Optimization (software integration, automation recommendations)
  • 60 minute monthly strategy session.
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Executive Package: Comprehensive Financial Leadership

  • Comprehensive Financial Modeling & Valuation
  • Advanced Risk Management & Compliance (including revenue recognition, data security)
  • Full Financial Technology Stack Optimization (custom automation, advanced analytics)
  • Board/Investor Reporting & Presentations
  • Mergers & Acquisitions (M&A) Support (if applicable)
  • Unlimited email and chat support.
  • Bi-weekly 60 minute strategy sessions.
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15-Minute CFO Discovery: Gain Clarity & Control Over Your Finances

Discover how a fractional CFO can provide the financial insights and strategic direction your business needs to thrive. Schedule a brief 15-minute conversation to see if we're the right fit for your growth journey